Get Started with Customer Information Collection
Customer information collection tools enable you to expand your marketing reach by letting customers sign up for your newsletter. Email addresses and names shared by customers will be saved in your Customer Directory and can be used with Square Marketing or exported for use with a third-party marketing service.
Customers who sign up for your mailing list will be reflected in the Collected Emails group of your Customer Directory.
Collect Customer Information Online
Customers can submit their contact information via a unique QR code that they can place anywhere.
| If collecting information for use with Square Marketing, only send marketing communications to customers who have consented to receive marketing emails from your business. You are responsible for ensuring the customers on your list have given explicit permission to contact them and for compliance with all applicable laws. Review our terms for additional information. |
Note: Square’s unique QR code and embedded signup form help you comply with the GDPR’s consent requirements by requesting your customers give explicit permission when providing their email addresses. Please be aware that, if you are uploading customer information via CSV, it is your sole responsibility to ensure that you have permission from your customers to email them.
Subscribe from Square Online
On the Checkout page of your Square Online website, your customers can tick the ‘I want this business to use the data I provided to send me marketing communications until I unsubscribe’ box which will automatically subscribe them to your Customer Directory.
Your customer can visit Square’s Privacy Policy or ask you for more information about your privacy practices.
Note: The customer’s contact information is not visible to any other Square sellers unless they provide it directly to other sellers at checkout.
Set Up Email Collection
You can collect email addresses anywhere with a special QR code for customers to scan. When a customer scans the QR code, they will be taken to an information collection page where they can provide their email address and/or phone number to sign up for marketing communications and enrol in a Loyalty programme.
Download the QR code and create a printable sign for your shop >
To download your QR code from your online Square Dashboard:
Go to Customers > Marketing.
Click Settings.
Under Collection Email Addresses, locate QR Code and click Save. This will export your programme QR code so you can create your own signage.
Note: Square’s QR code helps you comply with the GDPR’s consent requirements.
Customers who sign up for your mailing list will be reflected in the Collected Emails group of your Customer Directory.
Add Customer Profile from the Square Point of Sale App
When creating a customer profile in the Customer Directory, you can opt new customers into email marketing for iOS and SPOS.
To do so:
From the checkout screen on your Point of Sale app, tap Add a Customer.
Tap + to create a new customer.
Enter the customer’s information.
If the customer wants to receive your emails, toggle on Subscribe to Email Marketing.
Verbally confirm the customer’s consent to marketing emails and tap Confirm.
Tap Save.
Edit Customer Email Marketing Preferences
From the checkout screen on your Point of Sale app, tap Add a Customer.
In the search bar, search for the customer by name or existing contact information and select the customer you want to edit.
From the customer’s profile, tap Edit.
Make any edits to the customer’s information. You can also opt an existing customer into or out of email marketing by toggling Subscribe to Email Marketing.
If subscribing to the customer, verbally confirm their consent to emails and tap Confirm.
Tap Save.
Create Smart Groups
If you’re using Square Marketing, customer contact information in your Customer Directory, such as email addresses, can be used to send out email marketing campaigns. You can filter your customers by Marketing Subscribers and create smart groups to see Email Subscribers and Text Message Subscribers in your directory.
FAQs
You have the ability to opt a customer in or out of marketing when creating a new customer or editing an existing customer on Square Point of Sale, Square for Restaurants, Square for Retail, Square for Appointments, and Invoices.
Your customer’s express consent is required to enable this feature and to ensure that any consents you obtain are valid, you must take the following steps:
The Marketing Subscription toggle will be switched to “Off” by default. Once the customer confirms that they wish to receive marketing, you will need to take the active step of turning the toggle “On,” and then you’ll be prompted to “Confirm” that you have your customer’s express consent. You need to make sure that your customer is agreeing to receive email marketing messages from your business and that these messages may include information about discounts, sales, specials, new offerings and other promotional content. The customer’s engagement activity, including email opens, clicks and voucher usage, will also be tracked to provide you with marketing analytics. You must provide this information to your customer before toggling on the marketing opt-in.
Yes, you need to let your customer know that they can opt out at any time. There are two ways your customer can unsubscribe to marketing:
- Your customer can unsubscribe via an opt-out link when an email is sent from your business.
- You can go to the customer’s profile, click “Edit,” and turn off the toggle - this will opt the customer out of marketing. If a customer’s marketing subscription toggle is “Off,” the customer is opted out of marketing.
Yes, if your customer provides express consent to receive email marketing messages, their most recent consent will apply and your customer can be subscribed to receive email marketing messages.
You can start an email marketing campaign immediately after using this feature. You should also turn on your “Welcome Email” marketing automated campaign in order for your customers to receive an email as soon as they make their first purchase. This will help avoid confusion and enable your customer to opt-out if desired.